Seek & Find Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,820,828
Total clients
43
5% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
14
Average account size
$321,415
About
Seek & Find Financial provides ongoing portfolio management and pension/401(k) consulting to individuals, high‑net‑worth clients, and business entities, tailoring Investment Policy Statements to clients’ goals, time horizons, and documented risk tolerances. The firm offers discretionary management, prepares regular monitoring and reporting, and will construct portfolios mainly using mutual funds and ETFs while also advising on fixed income, real estate funds, annuities, and other securities.
The firm’s investment process combines modern portfolio theory, quantitative analysis, charting and technical analysis and emphasizes long‑term trading with documented risk‑management procedures and quarterly reviews. Seek & Find generally seeks discretionary trading authority to implement client plans, creates a written IPS for each client, and discloses its fiduciary responsibilities when advising retirement accounts.
Distinctive features noted in the firm’s brochure include that a supervised person is a licensed insurance agent who accepts compensation for insurance sales and documents that conflict of interest, and the firm offers business consulting in addition to advisory services. The firm also includes less-common investment types for a small advisory practice—private placements, venture capital, commodities, and precious‑metal ETFs—and discloses use of custodial relationships (e.g., Schwab, Altruist) that can provide institutional services and research.
Client services
Expertise
Fee options
Fixed fee for portfolio management ranging from $500 to $4,000 monthly, at firm's discretion
Minimum fee: Fixed fee for portfolio management can range from $500 to $4,000 paid monthly in arrears
Main office location
Seek & Find Financial
880 Sidewalk Rd
Chesterton IN 46304, United States
Number of offices
2
Most active in
Indiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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